About the role

You're new online role awaits! As a Client Onboarding Coordinator for our financial planing firm you will own every current client's journey at Wealthlab. From the end of their first meeting with an adviser to the day they sign their Statement of Advice.

Key responsibilities
Own each recent client deal in HubSpot, keeping it moving or logging why it isn't
Check what AI tools flag as missing against the actual file, then build one accurate list per client
Pick up every first meeting by the next business day with a explicit "what happens next" email to the client
Be the client's main contact for outstanding items by email, SMS and phone
Coordinate the team, assign tasks and follow up when things stall, including with advisers
Book presentations, annual reviews and check-ins




Hand each signed client over to implementation with a clean checklist
Send a short end-of-day update on what moved and what's stuck

About you
2+ years in client services or administration at a financial advice firm, super fund or platform
Closes loops without being asked and stays calm with many moving parts
Confident following up with anyone, including senior advisers
Warm, patient phone manner with clients aged 50+

About us

Wealthlab is a 100% online financial planning firm helping Australians aged 50+ with super, retirement, SMSFs, pensions and insurance. Established 2014, and home of the Wealthlab Podcast.

📌 Client Onboarding Coordinator New Auckland (Australia)
🏢 Wealthlabplus
📍 Australia